Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | U.S. Socially Responsible Fund · VSRDX cheaper | 35% | 0.35% | The Variable Annuity Life Insurance Company |
| 2 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper | 32% | 0.18% | BlackRock Fund Advisors |
| 3 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper | 31% | 0.25% | Invesco Capital Management LLC |
| 4 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper | 31% | 0.15% | BlackRock Fund Advisors |
| 5 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper | 30% | 0.25% | BlackRock Fund Advisors |
| 6 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper | 30% | 0.17% | Teachers Advisors, LLC |
| 7 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX cheaper | 30% | 0.22% | Teachers Advisors, LLC |
| 8 | Direxion NASDAQ-100 Equal Weighted Index Shares · QQQE cheaper | 29% | 0.35% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Calvert US Select Equity ETF · CVSE cheaper | 29% | 0.29% | — |
| 10 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper | 29% | 0.48% | Voya Investments, LLC |
| 11 | Astoria US Equal Weight Quality Kings ETF · ROE | 28% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | Shelton Equity Income Fund · EQTIX, EQTKX | 27% | 0.64% | CCM Partners, LP. dba Shelton Capital Management |
| 13 | PIMCO RAFI ESG U.S. ETF · RAFE cheaper | 27% | 0.29% | Pacific Investment Management Company LLC |
| 14 | Nuveen ESG Large-Cap ETF · NULC cheaper | 27% | 0.21% | Nuveen Fund Advisors, LLC |
| 15 | Invesco S&P 500 Equal Weight Technology ETF · RSPT cheaper | 27% | 0.40% | Invesco Capital Management LLC |
| 16 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper | 27% | 0.29% | Virtus Investment Advisers, LLC |
| 17 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 27% | 0.35% | — |
| 18 | Eventide US Market ETF · ESUM cheaper | 27% | 0.39% | Eventide Asset Management, LLC |
| 19 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper | 26% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 20 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper | 26% | 0.10% | Invesco Capital Management LLC |
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